magazine archive


magazine archive

Great Ideas

Stock pick for 2024: B&M's growth ambitions and value focus make it a compelling story

Thursday 21 Dec 2023

Investors seeking a resilient, dividend-paying growth company at the forefront of the consumer trend towards trading down should buy B&M European Value Retail (BME) . The variety goods value retailer is benefiting from the cost-of-living crisis. 2024 should see the cash-generative discounter...

Stock pick for 2024: Hunting is attractively priced and evidence of transformation is a clear catalyst

Thursday 21 Dec 2023

Energy services firm Hunting (HTG) is in the midst of a transformation which we think continues to be underappreciated by the market. The company has historically been heavily reliant on US onshore rig activity and is coming to the end of a restructuring process aimed at rebuilding profit after a...

Stock pick for 2024: The market has not spotted RELX for the AI winner it is

Thursday 21 Dec 2023

FTSE 100 firm RELX (REL) is ‘ahead of the game’ when it comes to integrating artificial intelligence (AI) into its business and we think this continues to be underappreciated by the market. We expect that to change in 2024 and this makes the shares a compelling investment for the year...

Stock pick for 2024: Just Group is so cheap and has big growth drivers behind it

Thursday 21 Dec 2023

Annuities and lifetime mortgage specialist Just Group (JUST) looks screamingly cheap at its current price. We think 2024 will see a rerating from its current low single-digit PE (price to earnings) ratio with the company confident of hitting its 15% underlying operating profit growth target in 2023...

Stock pick for 2024: Hollywood Bowl is a strikingly resilient operator trading at the wrong price

Thursday 21 Dec 2023

Ten-pin bowling operator Hollywood Bowl (BOWL) is a super-resilient, cash-generative company whose growth potential in the UK and Canada looks underappreciated by the market based on its current valuation. Bowling is an affordable, family-friendly leisure activity with a defensive bent and...

Stock pick for 2024: Take advantage of this 'generational opportunity' to buy Conduit

Thursday 21 Dec 2023

C onduit Holdings (CRE) is the parent company of Conduit Re, a Bermuda-based pure-play reinsurance company which launched in December 2020 when the holding company listed on the London Stock Exchange. The firm writes reinsurance policies across property, casualty and specialty lines, always making...

10 stocks for 2024: our best ideas for the year ahead

Thursday 21 Dec 2023

Adobe It may look like odd timing to back Adobe (ADBE:NASDAQ) just after lukewarm guidance, but we think this is a great opportunity. The creative digital software firm called for fiscal 2024 earnings per share of $17.60 to $18 on $21.3 billion to $21.5 billion revenue, a little light compared with...

Stock pick for 2024: Adobe is one of the best ways to play AI

Thursday 21 Dec 2023

It may look like odd timing to back Adobe (ADBE:NASDAQ) just after lukewarm guidance, but we think this is a great opportunity. The creative digital software firm called for fiscal 2024 earnings per share of $17.60 to $18 on $21.3 billion to $21.5 billion revenue, a little light compared with the...

Investors should lock in profits in Ten Entertainment

Thursday 14 Dec 2023

Ten Entertainment 411p Gain to date: 90.9% Original buy at 214.7p on 29 September 2022 Just over a year ago we argued that tenpin bowling and entertainment group Ten Entertainment ( TEG:AIM ) was a great company trading at a great price. Not many hospitality and leisure businesses have been able to...

Headwinds are turning to tailwinds for JPMorgan Asia Growth & Income

Thursday 14 Dec 2023

Rising interest rates and China’s unexpectedly difficult recovery from Covid are among the headwinds emerging markets have faced of late. However, the outlook for the asset class looks brighter in 2024 should interest rates plateau or fall leading to a weaker US dollar. One savvy way to capture the...

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